Alpine Partners Services

Alpine Partners Inc - Third Party Marketing Denver


	SERVICES

Sales & marketing materials

Alpine Partners has extensive experience in assisting managers in
creating institutionally oriented sales and marketing materials describing
a client manager’s investment philosophy, process, performance and
people. Each manager’s materials are unique in appearance and are designed to make an impact. Additionally, the firm also provides limited assistance to managers in the preparation of performance disclosure statements.

   The melding of an effective sales and
   marketing strategy with a competitive
   money manger can lead to a significant
   increase in assets under management.

Databases & quarterly updates; search questionnaires & RFP’s

Three highly qualified and experienced information analysts spend 100%
of their time completing database questionnaires, providing quarterly
updates and responding to search opportunities in an all-out effort to
involve client money managers. Manager information is provided to 25-35 consultant and independent databases. Alpine Partners experienced
team of information analysts quickly respond to consultant inquiries
and search opportunities.

	Direct sales & marketing The two co-founding principals have 35 years of combined experience in representing traditional, style diversified money managers in their sales and marketing efforts. Prior to traveling with a new client manager on the road to meet with consultants, Alpine Partners personnel train and critique the new manager to help insure that the presentation is both refined and effective. Typically, a new manager will attend 60-80 introductory meetings with a wide variety of consultants during the first year of representation. The demand on a manager’s time to travel making prospecting calls will diminish after the initial 9-12 months when Alpine Partners will assume many of the requirements for updating consultants. The firm also provides final presentation training and will assist, if requested, in the fee discussions for new accounts.		A L P I N E P A R T N E R S, I N C. 6400 Fiddlers Green Circle Suite 1840 Englewood, Colorado 80111 303-793-9901 303-793-9910 FAX